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Marketing Preferences

Set your personal defaults for the Marketing hub: which tab opens first, and which sub-page each of Campaigns and Cold Outreach lands on.

Two ways to open your Marketing preferences

Tune how Marketing opens from a slide-in panel on the hub, or from a full settings page.

The Marketing hub is the entry point for your two outbound surfaces: Campaigns (broadcast email) and Cold Outreach (multi-step sequences, available on the Ultra plan). Marketing preferences decide where the hub takes you when you open it: which of the two tabs opens first, and which sub-page inside each tab you land on. You can reach these preferences two ways:

The preferences panel. Open it from the gear on the Marketing hub. The gear sits in the hub header, so it's on every Marketing surface (both the Campaignsand Cold Outreach pages). It slides in from the right so you can change a setting and see it take effect the next time you open Marketing.
The settings page. Go to Settings > Marketing, where the same personal defaults appear on a full page.

Your landing defaults are yours; the panel also holds org settings

The Landing defaults are personal to you and only change how the Marketing hub opens for you. Your teammates keep their own. The panel then folds in your organization's Cold Outreach settings underneath them, which are shared by everyone and change what your team's sends actually do. The settings page deliberately shows only the personal half, because a personal settings page is the wrong home for org-wide controls.

Landing

Where Marketing opens when you land on it.

The section says it in one line: where Marketing opens when you land on it, saved to your account so it only affects your view, and applied when you open Marketing from the nav rather than when you switch tabs from inside the other one. The hub always opens to a tab you can actually access: if you pick a tab your role or plan doesn't include, it quietly falls back to one you can view.

Field	Description	Type	Default
Default tab	Which primary Marketing tab opens first, Campaigns or Cold Outreach. If you choose a tab you don’t have access to, the hub opens the one you do.	Segmented	Campaigns
Default Campaigns view	Which Campaigns sub-page opens when Campaigns is your landing tab: Campaigns, Audiences, Templates, or Analytics. Shown when you can view Campaigns.	Dropdown	Campaigns
Default Cold Outreach view	Which Cold Outreach sub-page opens when Cold Outreach is your landing tab: Sequences, Leads, Mailboxes, or Analytics. Shown when you have Cold Outreach (Ultra) access, so you’re never offered a view you can’t reach.	Dropdown	Sequences

Applies when you open Marketing

The per-tab default views take effect at the moment you open Marketing from the nav. Once you're inside the hub, the tabs are ordinary links: selecting Campaigns or Cold Outreach takes you to that tab's main page, not to your saved sub-page. Your default simply sets the starting point each time you arrive.

Cold Outreach settings, in the panel

The organization's sending and compliance catalog is edited in place, without leaving the hub.

Below your landing defaults, the panel renders your organization's full Cold Outreach settings so you can change them without leaving the hub. The rail at the top of the panel lists them: Tracking, Opt-out, Countries, Blocked, Skip dates, Promoting and Mailboxes. Every control edits in place and is the same setting as the one on Settings > Cold Outreach, so a change in either place shows up in the other straight away.

This section is panel-only, and it appears only if you can view Cold Outreach and your plan includes it. It is also the one part of the panel that is not mirrored on Settings > Marketing: the personal page keeps to personal defaults, and the org catalog keeps its own home under Settings > Cold Outreach.

Sending setup & compliance

One pointer to a setting that lives on its own page.

The last section is not a set of personal defaults. It is a pointer to an org setting that lives elsewhere, and it appears only when you can view Campaigns. The section line says your business mailing address is shared with broadcast email and is edited on the Campaigns settings page.

Field	Description
Campaigns sending setup	Your organization’s CAN-SPAM business mailing address for broadcast email. The “Manage campaign settings” link opens Settings > Campaigns, where the address is edited. It is deliberately not duplicated here.

Saving and syncing

Changes save themselves and follow you across devices.

There is no save button. Every change you make saves the moment you make it, and a brief Saved indicator confirms it (you may see a quick Saving… first). If a change cannot be saved, a message tells you which setting it was and asks you to try again, and the control goes back to its previous value rather than showing a setting that did not stick. Because the panel and the settings page read and write the same preferences, a change in one shows up in the other right away, and because they are stored on your account rather than in the browser, they follow you to any device you sign in on.

If your preferences cannot be loaded at all, the panel says Couldn’t load your marketing preferences. with a Try again button, rather than showing you defaults you never chose.

Defaults, not locks

Everything in Landing just decides where Marketing starts. Out of the box it opens to Campaigns, so your current landing spot stays the same until you change it. You can always switch tabs or open a different sub-page directly on the hub. Your defaults simply set the starting point each time you open Marketing.

Campaigns Overview· Create and manage email campaigns, reached via the Marketing hub Cold Outreach: Getting Started· What Cold Outreach is, where to find it, and a first-sequence quickstart Scheduler Preferences· Set your personal defaults for how the Scheduler hub opens